Please keep Classic Portfolios view available.
Classic view provides all the information I need and I can customize it to my liking...2.0 has merit, but not what I want or need. Please keep Classic Portfolios view available. Sunsetting Basic Portfolio..PLEASE DON'T
Michael A Gentile
shared this idea
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Michael A Gentile
commented
Updating positions in 2.0, FIFO is not how a trade is always executed (by choice), therefore, the updating of a position via the Transactions button can lead to incorrect valuation of the position in the 2.0 Portfolio. Classic, I just update the lot and its perfect. I'm not a professional trader and don't need to keep track so closely with Transactions and Dividends for each stock symbol.
Please continue to provide and support Classic View in addition to 2.0 -
Michael A Gentile
commented
My Holdings under classic view provides for multiple lots, easily viewed allowing me to keep track of multiple accounts holdings of same stock in one view. This doesn't seem to be available in 2.0. Additionally, adding lots very easy in classic vs 2.0 and 2.0 is cumbersome .